Home-Based Outbound Referral Administrator

The Home-Based Outbound Referral Administrator at DCX Client Services is a full-time remote role based in the United States, focused on managing referrals, coordinating with agents, and ensuring timely follow-up and payments within the realty industry.

Location: Remote (US)

Salary: PHP 35,000 - 40,000

Responsibilities

• Work directly with advisors to collect sufficient information to create thoughtful agent assignments & connections on outgoing referrals.
• Place outbound referrals within 2 hours of receiving client info from the advisor.
• Ensure International referrals are followed up on within 24-hours of placement with affiliate companies to ensure connectivity.
• Utilize company calendar for follow-up including but not limited to follow-up for international referrals, staying within referral placement timelines.
• Create & maintain fully-executed Referral Fee Agreements.
• Conduct weekly/monthly follow-ups for each referral & provide updates to agents.
• Coordinate the collection of payment for pending transactions.
• Create broker files for each pending transaction.
• Ensure correct referral fees are received by our accounting team in a timely manner & that referring agents are paid correctly.
• Attend SIR Open House zoom meetings.
• Attend regular networking zoom meetings with other participating SIR referral coordinators.
• Create department files for incoming referral leads from select online referral programs (ex:: HomeStory, RocketHomes, Opcity).
• Remind agents (weekly or semi-monthly) to update their leads in the lead program’s portals, offering to assist with the update entry if necessary.
• Ensure correct referral fees are paid by our accounting team in a timely manner & that the referral programs are paid correctly.
• Upload Relo breakdown, W9, and RFAs to transaction files for these leads.
• Assign rental tours and assistance assignments from Porchlight to select agents in our Porchlight rental group.
• Create and submit invoices to Porchlight for complete rental tours.
• Create broker files for Porchlight rental tours.
• Maintain meaningful relationships with other departments to create synergy within PSIR (ex: Accounting, Broker of Record, Sales Managers).
• Attend weekly team meetings, monthly sales meetings, and regular Company Collabs, either in person or via Zoom.
• Schedule and notify the Executive Director of time-sensitive projects or meetings at least 24-hours in advance.

Requirements

• College degree in Marketing, Business Administration, or any related field.
• 1-3 years of Administrative, Customer Service, Data Entry, Administrative Assistant, or related roles.
• Ability to learn company-specific systems.
• Thorough understanding of office management systems and procedures.

Benefits

• Work-from-home opportunities.
• Travel allowances.
• Meals.
• Generous salaries.
• Empathetic management.
• Growth-oriented training.

Additional Information

• The role requires flexibility, strong communication skills, organization, multi-tasking, and attention to detail.
• Proficiency with Microsoft Office (Word, PowerPoint, Excel, Outlook) and Google Suite (Google Sheets, Gmail) is required.
• DCX is a leading BPO supporting growth-minded small and medium-sized businesses in the US, committed to employee well-being and customer success.